LIA
LBMC Investment Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
511,879
+48,631
| +10% | +$1.15M | 0.86% | 21 |
|
|
2025
Q1 | $10.8M | Buy |
463,248
+176,133
| +61% | +$4.09M | 0.84% | 22 |
|
|
2024
Q4 | $6.73M | Buy |
287,115
+168,305
| +142% | +$3.95M | 0.53% | 30 |
|
|
2024
Q3 | $2.84M | Buy |
118,810
+37,925
| +47% | +$907K | 0.22% | 46 |
|
|
2024
Q2 | $1.87M | Buy |
+80,885
| New | +$1.87M | 0.16% | 53 |
|